Overview
The project invoice is created in the "Select Projects for Billing" screen. Once you have selected a project number TRX will fill in all items that have been issued to the project (shipped via pick ticket or received via drop shipped PO) and are eligible to be billed. By default the invoice date is filled in as the current date but that can be changed if needed.
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Detail
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The quantity, unit price, extended price, and taxable status are derived from the project shipping records. Because of this it is important that any changes which would affect the sell price that need to be made after the item has been shipped should be made through change orders never directly in the material plan.
You are able to change the taxable status of any/all line items if needed and you are also able to change the main tax authority. If you do choose to change the tax authority, press the "Recalc Tax" button after you do to ensure all tax is recalculated correctly.
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